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Advanced Curriculum in Financial Planning FMGT 4911

Financial Management Course

Course details

The ability to integrate information across all of the fundamental areas of financial planning in order to meet the needs of clients, combined with adherence to professional standards, distinguishes a CFP professional from other providers of personal financial advice. The CFP Capstone Course plays a critical role in the training and assessment of future CFP professionals. The required courses focus on the underlying competencies and knowledge required in the components of financial planning (i.e. asset management or retirement planning). However, this approach gives students only limited opportunities for the integration of the professional skills and financial planning competencies across all of the components of financial planning. The CFP Capstone Course addresses this issue. This course focuses on financial planning practices, professional skills and integration which are essential to the practice of professional financial planning. This is the course where all the components of financial planning are incorporated, and where students hone their analytical and presentation skills. Students demonstrate these abilities by developing and presenting a suitable financial plan.






Course offerings

Fall 2023

Below is one offering of FMGT 4911 for the Fall 2023 term.

CRN 37320


Mon Sep 11 - Mon Nov 27 (9 weeks)

  • 9 weeks
  • CRN 37320
  • $910.03
Class meeting times
Dates Days Times Locations
Sep 11 - Nov 20 Mon 18:00 - 22:00 Online
Nov 27 Mon 18:00 - 22:00 Burnaby SE06 Rm. 207

Chris Gresat

Course outline

Course outline TBD — see Learning Outcomes in the interim.





Important information
  1. Departmental approval needed
  2. In-person Final Exam on Monday, Nov. 27th (1800 – 2200) at Burnaby Campus Please contact the Program Assistant at: 604-432-8577 for registration approval. You MUST have completed FMGT 4810 before taking this course. Class WILL NOT be held on Monday, Oct. 2nd (in lieu of National Day for Truth and Reconciliation), Monday, Oct. 9th (Thanksgiving), and Monday, Nov. 13th (in lieu of Remembrance Day).

Learning Outcomes

Upon successful completion, the student will be able to:

  • Apply and integrate technical knowledge gained from the prerequisite courses in the identification and analysis of issues relating to personal financial planning.
  • Collect all qualitative and quantitative information required to develop a financial plan.
  • Evaluate client?s objectives, needs and values that have financial implications.
  • Analyze and synthesize personal financial situations.
  • Identify potential opportunities and constraints, assess information to formulate strategies.
  • Formulate and evaluate strategies to develop a financial plan.
  • Prioritize and consolidate recommendations into a financial plan.
  • Communicate information, ideas and concepts to clients and others in a written and oral manner that is understandable.
  • Demonstrate ethical judgment in providing professional services.
  • Assess the impact of the economic, political and regulatory environments on financial situations.
  • Demonstrate logic and reasoning to identify the strengths and weaknesses of alternatives or approaches to problems.
  • Adhere to Financial Planning Standards Council's (FPSC) CFP Code of Ethics and the CFP Financial Planning Practice Standards as they apply to the financial planning process.

Effective as of Spring/Summer 2010

Related Programs

Advanced Curriculum in Financial Planning (FMGT 4911) is offered as a part of the following programs:

School of Business + Media

  1. Financial Management (Financial Planning)
    Associate Certificate Part-time
  2. Financial Planning
    Diploma Full-time
  3. Financial Planning
    Diploma Part-time
  4. Financial Planning
    Diploma Full-time


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